More clients shouldn't mean
more chaos.
We build AI automation systems that handle proposals, project handoffs, client reporting, and communication — so your agency can scale without the operational overhead.
Get Your Free Workflow AuditCommon agencies & consultants workflow bottlenecks
Proposals take forever to assemble
Every proposal is built from scratch. Pulling case studies, pricing, and scope details from different docs. It takes days instead of hours.
Project handoffs are a mess
Sales closes the deal, then hands a brief to the delivery team. Context gets lost. Scope creep starts immediately.
Client reporting eats Monday mornings
Pulling data from Google Analytics, ad platforms, CRM, and project tools. Formatting into a presentable report. Every. Single. Week.
Client communication is inconsistent
Some clients get weekly updates. Others get radio silence. No system ensures everyone feels informed.
Time tracking is always behind
Consultants forget to log time. End-of-month reconciliation is painful. Profitability insights are always late.
Onboarding new clients is chaotic
Every new client requires setting up tools, access, folders, kickoff meetings, and intake forms. Steps get missed.
Workflows we build for agencies & consultants
AI-Assisted Proposal Generation
Generate polished proposals in minutes — pulling from templates, case studies, and pricing automatically.
2-3 days to assemble a proposal. Copy-pasting from old docs. Inconsistent formatting.
AI drafts proposal from intake form. Pulls relevant case studies. Ready for review in 30 minutes.
Seamless Project Handoff
Every detail from sales flows into project management — automatically, completely, consistently.
Sales sends a Slack message and a PDF. Delivery team asks 10 follow-up questions. Scope unclear.
Closed deal triggers automatic project setup: brief, timeline, resource allocation, and kickoff agenda.
Automated Client Reporting
Pull data from all your platforms, format it beautifully, and send it to clients — on autopilot.
5+ hours per week per client pulling data, making charts, formatting reports. Delivered late.
Data auto-pulled from all sources. Report generated and sent every Monday at 9 AM. Zero manual effort.
Client Onboarding Autopilot
From signed contract to fully onboarded client — every step automated and tracked.
Manual checklist: create folders, grant access, schedule kickoff, send intake form. Steps get missed.
Contract signed triggers full sequence: access provisioned, folders created, intake sent, kickoff scheduled.
Ready to automate your agencies & consultants workflows?
15-minute call. We map your biggest bottlenecks and show you exactly what automation would save.